Ask the Community

Hi everyone  I’m Adaugo.I work primarily with Airtable, helping teams streamline workflows using clean base design, automations, and tools like Softr, Make, and Zapier.I recently joined the community to learn from others, share what I know, and help troubleshoot real-world Airtable challenges. I’ve spent a lot of time building portals, document hubs, and automation-heavy setups, and I’m always interested in exchanging ideas or best practices.Looking forward to learning from you all and contributing where I can.

Hey all,I’ve hit a weird snag with one of my users and I’m not sure how to fix it. I have it set up where she has an interface and can create a new project with task templates that can be applied to it. There are a lot of different types of projects we do, so there’s around 6 different task templates.While setting this up and showing it to her (even in her view on the interface page), I was able to see and select all 6 templates. When she started sharing screen and showing me what was going on, 5 out of 6 of the templates said she was getting the message that she did not have the correct permissions to be able to apply them. I’m at a loss on how to fix this as she has editor permissions in the base and the interface, and I don’t remember setting permission levels for those templates in any way. So, any suggestions on what to do with this?Thank you!!

I’m designing a system for a client who produces enviromental survey reports They currently use Word, but non-technical staff keep breaking formatting and formulas. Of course it takes up a lot of time too because different people have to enter information they collected into the word document. What I need is:• Staff enter data via forms only • Calculations happen automatically• The report is generated as a branded, locked PDF• Users cannot edit layout or structure• Supports repeating sections (multiple findings per report) What is the best way to implement this in Airtable?Should this be done with Airtable alone, or via integrations (e.g. Docupilot, Make, Zapier), and what is the most robust architecture to prevent users from breaking templates?

Hi everyone 👋I’m an Automation Specialist working with Airtable and Make.com (Integromat).I help businesses:• Build scalable Airtable bases• Design and optimize Make.com automations• Integrate Airtable with Microsoft 365, Google Sheets, CRMs, and email systems• Replace manual processes with reliable, documented workflowsRecent experience includes:• Membership & renewal automation systems• CRM sync with WhatsApp and email workflows• Multi-step Make.com scenarios with error handling and loggingI’m currently available for:✔ Freelance projects✔ Long-term automation support✔ Remote contract workIf you’re looking for help or want to discuss a use case, feel free to reply here or send a DM.Thanks! 

Hi everyone!I’ve been experimenting with Airtable as a way to organize and share daily word puzzles inspired by the NYT game Letter Boxed. The idea is to create a base where: each day’s puzzle layout is stored, community submissions (solutions) are logged, performance (time/words/points) can be tracked, and users can filter or sort challenges by difficulty or date. So far it’s been really helpful for keeping everything structured and allowing others to contribute solutions easily.A couple of things I’ve set up in the base: Grid view for daily puzzles with letter sets and status Form view so players can submit solutions Leaderboard view sorted by points or speed I’m curious how others here might use Airtable for game-like engagement, daily cha

Hi everyone!I’ve been experimenting with Airtable as a way to organize and share daily word puzzles inspired by the NYT game Letter Boxed. The idea is to create a base where: each day’s puzzle layout is stored, community submissions (solutions) are logged, performance (time/words/points) can be tracked, and users can filter or sort challenges by difficulty or date. So far it’s been really helpful for keeping everything structured and allowing others to contribute solutions easily.A couple of things I’ve set up in the base: Grid view for daily puzzles with letter sets and status Form view so players can submit solutions Leaderboard view sorted by points or speed I’m curious how others here might use Airtable for game-like engagement, daily cha

We use Airtable to manage trailer rentals and insurance compliance. Customers periodically upload updated Certificates of Insurance (COIs), and we need to retain all past COIs for audit and compliance purposes. The issue is that Airtable automations overwrite attachment fields when updating records. When a new COI is uploaded, it replaces the previous file, which causes us to lose historical documents.What we want is for a “Misc Attachments” field to act as an archive, where: Any new file added to the COI field is copied into Misc Attachments Existing files in Misc Attachments are preserved No previously uploaded documents are deleted Requirements: Both fields are attachment fields in the same table The process should be automatic (triggered when a COI is added) The archive m

Hello Airtable Community,I am currently exploring ways to enhance our workflow by integrating Airtable with Microsoft Copilot. My goal is to be able to ask questions related to our Airtable data directly within Microsoft Copilot, which already has access to our other business files like emails and documents.Use Case: We use Airtable extensively for managing various aspects of our business. Having the ability to query Airtable data directly in Microsoft Copilot would streamline our processes significantly. For example, I would like to be able to ask questions such as "What are the latest updates on table x".Questions:Has anyone successfully integrated Airtable with Microsoft Copilot for similar use cases?What are the best practices or tools (e.g., APIs, automation platforms) to achieve this integration?Are there any specific challenges or limitations I should be aware of when settin

Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m running into automation errors in my Airtable base. Could you please share your suggestions on how to troubleshoot and fix them?RegardsDheeraj Sudan and Meenu Hinduja

I have a database that is used to record the status change of projects and I need help with my automation. Currently I have an automation set up that is triggered when a record is updated (watching the “status” field); then it creates a record on my Change Log Table. I want it to record the “old” status and the “new” status in a field, along with the date the change was made and the user who made it. I am having trouble setting this up, can anyone help? Thanks in advance!

Hi! I wanted to put up a topic about a feature which would tell you which fields should be killed. Airtable could develop something which ranks fields by dependencies and “data completion” (data completion being a stat calculated by “Number of Records where Data Exists” / “Total Number of Records”. This way, we could know if theres not a lot of people using this field and secondly, whether there are dependencies. Omni is great but lots of bases get too many fields over time and we have to start deleting them. I want features that make my bases more elegant/simple.

I’m loving interface extensions so far! It’s super easy to get up and running. I have an external website that uses the Airtable API that I think would work much smoother if it were an interface extension and inside AT proper. The only problem is… it’s in Vue, and it’s way too complicated a project to rewrite from scratch in React.Assuming the interface extensions team isn’t planning on making a Vue SDK as well (...unless? 😳), has anyone tried inserting a Vue component into React, specifically inside the Airtable Blocks SDK, where no Vite config file is available?

Can someone guide me on whether there is a way to nest views under major topics/departments? For example, our photo team might want to have different ‘Views’ they use, but I want to group all of their views under one department. Our ecomm team also has different views, but I want to nest them all under ecomm. I work with between multiple departments, so I want to see views grouped by department (photo, ecomm, production, retail, etc.). We are in the beginning phase of setting up airtable for our teams so we are still learning how this all functions. Thank you for your help!

We are looking for Airtable to help automate our Onboarding process.  It seems like it sends a blank email whereas we want a calendar invite they can click accept and it be inserted into their calendar.  Then we also tried Google meetings to get this working but it only works with 1 user.  Once you add more than 1 person it will not send a calendar invite.  Any advice would be appreciated.

We use Airtable heavily with parent --> child relationships and are trying to standardize our workflows using record templates, especially within Interfaces while reducing the amount of automations used in this aspect of our workflow.What we’re trying to do (high level)We want to generate groups of task records (child records) and link them to a parent record that already exists. We only ever work in interfaces so it must have a way to function for our users there.Using record templates or a native grouping feature Without relying on automations Without creating a new parent recordCurrent setupWe have many tables that act as a parent record and then one table that is the child record (tasks). Most of them have a pre- and post- step of creation, some with 3 steps where specific tasks are generated at each phase (e.g. Interest, Application, and Decision). Below is an example of 2 steps (pre-award and post-

I’m curious about external Airtable documentation. How do you document the setup of your Airtable bases?My team uses a couple of bases and we’re exploring how best to document them. We use Notion for other purposes, including knowledge management. We’re working on user guides for how staff use the bases, but my question for this group is more about the technical documentation.I started playing around with the idea of documenting each table and their fields in Notion databases. That quickly started to feel like we’d sort of just be recreating the base structure in a way that is very difficult to keep up with. We feel the need to have external documentation (to include documenting integrated forms in Fillout, some automations in Make, etc.), but haven’t yet landed on the right format and scale. Would greatly appreciate hearing what anyone else does.

I am so happy and excited about the abilities for Omni to code a custom interface page and to make a custom extension and host as a page.  but I am having a ton of difficulties and challenges in figuring out how to do what I want to do—even with cursor help.  I want to create a custom interface page with the extensions that act like a normal list view but has an improved/optimized record detail view that includes the flexibility features I want for building interfaces pages.  here is what I want to do, and I am hoping to have some guidance or help for record viewer Floating/static Header control + adding a “status field” to the right of the header that also floats Making groups able to collapse and expand on title  Pagination or tabs that I can custom organize, name and assign groups and/or fields to to make long record detail pages, shorter I have tried and tried again. But all t

I have an interface that I use to visualize key data for our clients. There’s a record picker at the top where the client name can be selected. However, we have some clients that fall under a larger parent company, and for those I’d like to aggregate their data into 1 dashboard per parent org.I tried to create a version of the interface in a dashboard layout, but when I do and create a new group from the Clients table where most of the data is stored, it won’t let me create a filter based on the client name (only other fields in the client table show as options).Please help! Has anyone else encountered this? Have you figured out solutions/workarounds?

I’m having an issue with a formula that rounds up incorrectly, i’ve browsed the forums and can’t seem to find a solution.I have a simple math equation x * y = zI suspect that the issues is stemming from a formula that contains four decimal points:I’m not able to round up this number, however, it needs to remain as is.  I’m not sure how to get a correct calculation using airtable. 

Hello everyone,I am new to Airtable and would really appreciate some guidance from the community.I run a luggage storage startup in India, and we use Airtable to manage our customer bookings. Each booking record includes: Booking reference number Customer details (linked / lookup field) Payment method (Stripe or PayPal) Payment status (Yes / No) Booking status (calculated using a formula) Booking created date Start date & time of the booking End date & time of the booking When the payment status is “Yes”, the booking status changes to “Confirmed.”When the customer arrives and starts using our service, the status changes to “Renting.”As our number of bookings has grown, I am struggling to create one single view

Quick question / feature request: Would it be possible to make the Calendar view in Interfaces scrollable (vertically or horizontally), instead of navigating month by month using the arrows? An infinite scroll would make it much easier to:  View multiple months at once Drag and reschedule calendar items several weeks or months ahead (e.g. 1–2 months forward)

I have a table of contacts that includes zip code for each contact. I want to provide a view of contacts for a given county. I can get a list of zip codes for the county, but it's too many zip codes to list each one as a separate condition on a filter.I thought about setting up a zip code table and using a linked record from the contacts table. Is there a way to create a new linked record field that links based on an existing already-populated column? There are too many records to select linked records manually.Or, is there a way to create a view with filter criteria that references another table?Thanks for any suggestions.

I hope this finds you well. I recently upgraded my plans AI credits to accommodate some initial needs around adding data to my base. I will not need that amount of AI credits next month.That said, here are couple questions:What date will I be charged for my team plan? I cannot find this information in my workspace settings. If I downgrade my plans AI credits will I lose the AI credits I've already paid for? FYI - Would Airtable consider adopting a BYOK model? Or possibly separate AI credit purchases from the plan itself. Gemini suggested that Airtable is charging a 5000% markup on AI credits when compared to standard API usage pricing. Does that sound accurate to you?Humbly and respectfully,

I’m building a restaurant menu website (similar to a Culver-style menu) where all menu data—categories, item names, descriptions, prices, images, and availability flags—is stored in Airtable and fetched dynamically using the Airtable REST API. Each menu category (e.g., ButterBurgers, Frozen Custard, Drinks) is linked to a separate table, and the website consumes this data to render the full menu on the frontend. While the setup works correctly in most cases, I’m running into inconsistent behavior when retrieving records via the API.Specifically, some API responses return only partial data sets or miss linked records, even though those records are present and correctly linked inside Airtable. In certain cases, a category endpoint returns fewer items than expected, and refreshing or re-running the same API request sometimes returns a different result. I’ve verified that the API key, base ID, table names, and view filters are correct, and I’m not hitting documented rate limits.

Hi everyone!I entrusted Airtable as part of my career (business plan) and now, I’ve encountered a significant issue at my workplace.My customers are salesmen and they utilize quick ‘CTRL+F’ buttons to find our products on our Airtable. If they don’t, they go to another vendor and we lose that sale.1,000 record view  limit banner with button on right I understand they can press ‘Load all records’, but unfortunately not all of my customers are fluent with computers and/or want to deal with pressing ‘Load all records’ all the time, so we’d just lose the sale entirely.I notice this pops up ONLY when I am logged in. HOWEVER, when not logged in and/or viewing via a link... the banner is not there and all inventory shows as normal. Unfortunately, as a good Airtable